As a Chartered Retirement Planning Counselor℠, Doug focuses on income planning, working with clients to use financial tools to recreate their income needs. As he introduces clients to McAdam’s unique planning approach, he uses a systematic method that matches different investment strategies that work together to mitigate any single strategy’s weakness. He works to help clients define a clear picture of goals, timelines and resources to achieve those goals.
Doug studied finance at Villanova University. He enjoys spending quality time with family and friends when he is not in the office. He’s married to Laura Lee, and together, they have three children: Finley, Fife and Selene — along with two rescue dogs, Chief and Chop. Among his hobbies and interests, Doug enjoys kayaking, camping and yoga. He also likes to run, having recently finished a marathon in Wyoming. He can also lay claim to having run with the bulls in Pamplona!